1. WORLDCAT LOCAL IMPLEMENTATION – MAKING CONNECTIONS Strategies for Success OCLC Webinar, April 29, 2010 Barbara Glackin

2. LOCAL ENVIRONMENT Boise State University populations 19,667 students 2,400 faculty and staff Albertsons Library 19 library faculty 14 librarians with liaison responsibilities 11 reference librarians 43 professional / classified staff ILL staffing increase and training prior to WorldCat Local implementation Library not part of consortium ILS – Voyager (Ex Libris) Serials Solutions – journals management and link resolver

3. WORLDCAT LOCAL IMPLEMENTATION ILS OPAC team Membership – reference librarians and technical, public, and computer services staff Chair – head of cataloging & online catalog Grant funded project – expedited implementation timeline WorldCat Local implementation – ILS OPAC team plus web design specialist, additional reference librarians, and interlibrary loan staff Implementation team all invited to WorldCat Local webinars – share information Library staff encouraged to explore WorldCat Local ‘beta’ interface

4. WORLDCAT LOCAL IMPLEMENTATION Project lead – head of cataloging & online catalog Responsible for all OCLC contact (order, invoicing, implementation questions, interface, connection problems, and more) WorldCat Local configuration – utilize staff expertise Catalogers – OPAC Statuses, Locations, and Circulation Policies matrix Team of two when working on matrix Streamline locations and OPAC messages as much as possible Web design specialist – User Interface Options; synchronize with other library web pages Computer services manager – Z 39.50 connection; email ‘contact us’ account

5. Talk with library staff and library users about WorldCat Local interface and functionality at every possible opportunity!

6. MAKING CONNECTIONS – LIBRARY STAFF Introduce WorldCat Local interface to librarians and library staff at every opportunity moment  WorldCat Local = NEW OPAC ILS – screen scraping vs. Z 39.50 connection WorldCat Local – – same as other databases ILS vendor-supplied eBook records replaced with OCLC eBook records (vendor neutral records helpful)

7. M AKING C ONNECTIONS – L IBRARY STAFF ILS OCLC / ILS control number linking ILS bibliographic record OCLC system control number (Marc 035) – consistent data format Eight digits for Voyager indexing; add leading zeros Consistent prefix; for example: (OCoLC)ocm or ocn Add OCLC control numbers to ILS bibliographic records without Identify mis-linked records and correct linking Item records necessary for correct WorldCat Local displays

8. M AKING C ONNECTIONS – L IBRARY STAFF Listen and take action on staff suggestions and comments ILS “Boise State University” added to URL (856) to visually identify which is local online link (MarcEdit) “Online” prefix (holdings 852, $k) added to all eResources

9. M AKING C ONNECTIONS – L IBRARY STAFF ILS bibliographic records richer – OCLC expert community allows changing master record ‘Go live’ timing and ‘soft launch’ provided opportunity to become familiar with new WorldCat Local interface Live beginning of 2009 summer semester Reference desk less hectic Instruction schedule lighter Share what possible, and what not possible, when configuring WorldCat Local interface Staff enrolled as students were early adopters Internal communication – Google site Share staff comments and concerns with WorldCat Local Support

10. INTERNAL COMMUNICATION – GOOGLE SITE

11. G OOGLE S ITE – C OMMENTS /I SSUES

12. G OOGLE S ITE – R EPORTED PROBLEMS & STATUSES

13. W ORLD C AT L OCAL PRIMARY SEARCH BOX ON LIBRARY HOME PAGE – M AY 18, 2009

14. L IBRARY B LOG POSTING

15. MAKING CONNECTIONS WITH FACULTY Share news of WorldCat Local interface – liaison and department meetings; campus newsletters Discover feature that ‘connects’ to faculty One-to-one WorldCat Local demons trations Facets  Content  Thesis/dissertation Seamless ILL access with auto-populating form Research assistance – highlight WorldCat Local School of Social Work distance faculty orientation WorldCat Local search: “social work” Idaho Facets  Articles Author of 1 st article sitting in room (link resolver worked perfectly!)

16. M AKING C ONNECTIONS – W ORLD C AT L OCAL S EARCH B OX E MBEDDED INTO O THER L IBRARY W EB P AGES (L IB G UIDE S OFTWARE )

17. MAKING CONNECTIONS – LIBRARIANS CUSTOMIZE FOR LIBRARY GUIDES

18. M AKING CONNECTIONS – FACULTY L IBRARY P AGES

19. REVISED SEARCH BOX – JANUARY 2010

20. M AKING CONNECTIONS WITH S TUDENTS On-shelf holds for students a new service with WorldCat Local (on-shelf delivery to faculty offices started fall 2006) Seamless ILL access – auto-populates form Common scenario Student – “absolutely nothing on my research topic” Librarian – “let’s see what we can find” (in-person or email) Go to WorldCat Local Search Select books and other resources Make list Email list to student – “there is something” Librarian embedded with McNair Scholars Program (program prepares underrepresented and students from low-income backgrounds for graduate study) Demo on creating book lists Export records from WorldCat Local to desktop (or flash drive) and from desktop import into EndNote Web

21. MAKING CONNECTIONS WITH STUDENTS – TWITTER

22. MAKING CONNECTIONS – INSTRUCTION Instruction handout  WorldCat Local – New interface  Single search to find resources  Example search  Results display in tiers  Sort by: location & relevance default; other options – date, author  Facets to refine results list  View All Editions  Use Hold/Request – BroncoWeb username and password needed to request on shelf hold  Find It button (link resolver)  Request item through Interlibrary Loan (borrow from other library) – ILL form auto-populates details Cite/Export Function

23. MAKING CONNECTIONS WITH STUDENTS USE WORLDCAT LOCAL LISTS TO CREATE BIBLIOGRAPHIES USE NEW BOOKS LIST TO CREATE FEED FOR LIBRARY GUIDE

24. WORLDCAT LOCAL – CHALLENGES Known item searching View All Editions button – FRBR (library staff confused; almost impossible to explain to users) View Item Details button – displays call number but user expectation that will lead to more bibliographic information (Upgrade suggestion: Show Call Number) Monthly upgrade schedule resulted in constantly revising instruction lectures and handouts (April 16 OCLC announced change to quarterly installs) Upgrades sometimes result in existing (liked) functionality or features disappearing – ERIC document numbers (local test record file) Planned for ILL work increase – unexpectedly flooded with popular video requests Increased ILL monitoring – request for 19 th century original instead of reprint

25. M AKING C ONNECTIONS – U SER S URVEYS Two user surveys conducted Survey popped-up after user in WorldCat Local four minutes Five survey questions 1 – Which is your primary library? 2 – How would you rate your search experience? 3 – Were you happy with your search results? 4 – How would you rate the search interface? 5 – [Comments]

26. M AKING C ONNECTIONS – U SER S URVEYS 1 st Survey – May / June 2009 (4 weeks) Q2) How would you rate your search experience? Excellent – 38% Good – 37% 75% Satisfied Q3) Were you happy with your search results? Yes – 76%

27. M AKING C ONNECTIONS – U SER S URVEYS 2 nd Survey – November 2009 (1 week) Q2) How would you rate your search experience? Excellent – 27% Good – 54% 81% Satisfied Q3) Were you happy with your search results? Yes – 77%

28. GRADUATE STUDENT TWEET Thank you! Barbara Glackin barbaraglackin@boisestate.edu